Financial Paraplanner - Loughborough, Leicestershire, United Kingdom - Heat Recruitment Ltd

Description

Permanent, Full time, Hybrid

We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.

They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.

As a Paraplanner, you will play a crucial role in supporting the financial planning team by providing paraplanning and report-writing assistance.

This is an excellent opportunity for someone looking to grow and progress within the financial services industry.
Prepare detailed client letters and reports, both templated and bespoke, ensuring compliance, quality, and timely delivery.

• Collaborate effectively with financial planners, fellow paraplanners, and our administration team to facilitate smooth new business processing and address technical client queries.

* 7% employee pension contribution

• Hybrid and flexible working options
• Potential for part time

* 26 day annual leave + bank holidays

• Progression Opportunities: The firm are committed to the growth and development of the team members. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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